Premier Acquisition Manager-Sales-Sales

Kotak Mahindra Bank Ltd; Sirsi; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank Ltd is seeking a Premier Acquisition Manager to build and manage relationships with High Net-Worth Individuals for retail loan products, CASA books, and cross-selling third-party products. The role emphasizes strong coordination with internal teams and a customer-centric approach to drive revenue.

The candidate will acquire new HNI clients in Sirsi, Karnataka, ensure KYC compliance, and nurture ongoing engagements to grow the bank's premium client base.

Qualifications

• Experience in HNI portfolio management.
• Strong coordination and customer-centric approach.
• Ability to drive revenue through cross-selling and relationship building.

Responsibilities

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP) such as insurance and mutual funds.
• Build CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients for long-term engagement.
• Coordinate with internal teams including credit, legal, operations and product.
• Ensure compliance with KYC norms and proper documentation for all acquisitions.
• Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
• Leverage existing customer base to generate new business opportunities.

Job description

The Premier Acquisition Manager is responsible for acquiring and managing relationships with High Net-Worth Individuals (HNIs) for retail loan products. The role focuses on building a strong CASA (Current Account Savings Account) book, selling third-party products (TPP), and generating revenue through high-value customer engagement. The candidate should possess strong coordination skills, a customer-centric approach, and prior experience in portfolio management.

• Acquire new HNI customers for retail loan products and banking services.
• Drive revenue through cross-selling of third-party products (TPP) such as insurance, mutual funds, etc.
• Build and grow CASA book size by onboarding quality customers.
• Maintain and nurture relationships with existing HNI clients to ensure long-term engagement.
• Coordinate effectively with internal teams including credit, legal, operations, and product teams.
• Ensure compliance with KYC norms and proper documentation for all customer acquisitions.
• Provide end-to-end support to customers and channel partners, ensuring timely updates and resolution.
• Leverage existing customer base to generate new business opportunities.